Financial Services Representative
4 days ago
We are seeking a highly motivated and customer-focused Financial Advisor to join our team at Runestad Financial Services, LTD. in Fort Wayne, IN.
About the Role:
The Financial Advisor will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars.
Key Responsibilities:
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managing money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Assist the main Advisor with meeting individual and team goals
Requirements:
- College degree preferred
- 3+ years of financial services experience with an emphasis on sales
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
Benefits:
- Health Insurance Stipend
- 401k
- PTO
We offer a competitive salary based on experience and a comprehensive benefits package. If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply today.
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